Motilal Oswal Mutual Fund

Motilal Oswal Digital India Fund - Regular Plan - IDCW

Motilal Oswal Mutual Fund

Expense Ratio: 2.25
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Teck TRI
Inception: 11-10-2024
Exit Load: Nil
Fund Size:₹926.01 Cr

Performance

1Y
Fund3.78%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund4.30%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Eternal Limited64.778.05%
2Coforge Limited58.997.33%
3PB Fintech Limited54.996.84%
4Hexaware Technologies Limited48.896.08%
5Sonata Software Limited46.935.83%
6One 97 Communications Limited44.545.54%
7Birlasoft Limited43.445.40%
8Zensar Technologies Limited41.695.18%
9Firstsource Solutions Limited34.904.34%
10Rategain Travel Technologies Limited33.934.22%

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Motilal Oswal Mutual Fund
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000068946+14.9%+32.5%
SI09 Dec, 241.15 L.1.30 L.+13.2%+13.8%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.04 L.+3.8%+3.8%
SI08 Nov, 241 L.1.09 L.+8.5%+4.3%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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